Senior Rightsizing & Move Management Playbook for Agents
About this Event
You already know where Mom's going next. Now — who's getting her there?
Senior moves are some of the most emotional, most time-sensitive, and most overlooked parts of a listing. Families say things like:
• “The 3 sets of china, the collectible salt & pepper shakers, and the stacks of magazines with headlines from 40 years ago — where do we even begin?”
• “We don't have the time or the bandwidth to sort, pack, and move it all out.”
• “The kitchen, bathrooms, and carpet haven't been touched in decades - what do we do with this house?”
• “We don't have the cash — or the energy — to fix this place up before we sell.”
The longer someone has lived in a home, the more they collect. It piles up quietly for decades, until one day a family is standing in a garage or a spare room trying to figure out what to do with all of it — and it's overwhelming.
In January, David Haack of Next Step Transitions joined us for a Care-Transition Seller Playbook covering both Family Advisory and Move Management — and the room was packed. Attendees asked for more, specifically on the Move Management side. So this session goes all in on one topic: what Move Management actually looks like, and how you, the agent, can use it to win and close more listings for the clients aging out of their homes — your modern agers.
Join Next Step Transitions and JCC Concierge to learn how clearing out the stuff and fixing up the house, without the family fronting a dime, turns an as-is sale into a full-market listing where the homeowner keeps the equity.
Part 1: Inside Move Management — What It Actually Takes
Presented by: David Haack, Founder – Next Step Transitions
David and his team have guided hundreds of families through the physical side of a move — the sorting, the packing, the hard decisions about what stays and what goes.
You'll learn:
• The full scope of Move Management: sorting, packing, space planning, estate liquidation, junk removal, shipping, and unpacking/settle-in
• How to help clients work through decades of accumulated belongings without the overwhelm — and why waiting only makes it harder
• How to spot when a client needs Move Management support before it becomes a listing problem
• How a Move Management timeline fits alongside your listing prep timeline
• How the cost conversation typically works, so you can set expectations early
• How you, as the agent, can plug David in as your move-management expert while you stay in your lane
Part 2: Funding the Move & Overcoming the Objections
Presented by: Scott Miller, Owner – JCC Concierge
Decades of deferred maintenance; an outdated kitchen, tired bathrooms, old carpet, appliances well past their prime are exactly what push families toward an "as-is" sale. Scott and the JCC Concierge team built their offer to give homeowners another option: fix it up first, with $0 due upfront, so the equity stays with the family instead of the investor.
You'll learn:
• Why deferred maintenance is the #1 reason downsizing families feel forced to sell "as-is" and what it actually costs them in lost equity
• How JCC Concierge's offer is built to help downsizing modern agers overcome their biggest fears and objections about fixing up the house
• How the program works, start to finish; including how JCC fronts the cost of updates and repairs so families aren't writing a big check upfront
• Real-world case studies comparing an as-is investor sale to a JCC-prepared listing
• How to introduce JCC Concierge to your clients and bring us into the conversation at the right moment
• The guarantees that protect your client's equity — and your reputation
Agent Panel
We'll close with a live panel of local real estate agents who've partnered with Next Step Transitions and JCC Concierge on real listings — sharing what actually happens when Move Management and JCC Concierge get involved, how they introduced it to clients, and what changed once they did. Panelists will be announced ahead of the event.
Special Tools & Bonuses for Attendees
Downsizing Sales Plan (Lead Magnet, from JCC Concierge) — a free, done-for-you sales plan you can use at listing appointments or in your database to walk downsizing clients through their options.
Next Step Transitions Resource Packet — including a Move Planning Checklist you can use directly in conversations with families.
“Where Will My Stuff Go?” Flowchart (from Next Step Transitions) — a simple visual you can hand clients to walk through their sorting and disposition options.
Who Should Attend
• Real estate agents who serve downsizers, estates, or aging homeowners
• Agents who want to specialize in life-event sellers (senior moves, downsizing, estate transitions)
• Brokers/team leads who want their agents better equipped for family-led transactions
• Anyone who attended in January and wants the deeper Move Management follow-up
Come for Lunch. Leave with a Move Management Playbook.
You'll leave with:
• A clear, step-by-step picture of what Move Management covers and when to bring it in
• A way to help clients keep their equity instead of giving it away in an "as-is" sale, backed by JCC Concierge's guarantees
• Real examples from agents who've used both services on live listings
• A Downsizing Sales Plan, a Next Step Transitions Resource Packet, and a “Where Will My Stuff Go?” flowchart you can use immediately with your database and at listing appointments
The event is free, but space is limited so we can keep it interactive.
Lunch and networking included.
Reserve your seat today!
Agenda
🕑: 11:00 AM - 11:30 AM
Networking & Apps
🕑: 11:30 AM - 11:35 AM
Welcome
🕑: 11:35 AM - 12:20 PM
David Haack | Next Step Transitions
Host: David Haack
Info: David's session covers the full scope of Move Management — sorting, packing, space planning, estate liquidation, junk removal, shipping, and unpacking — drawing on his team's experience helping hundreds of families work through decades of accumulated belongings without the overwhelm. He'll show agents how to spot when a client needs this support before it becomes a listing problem, how to fit a Move Management timeline alongside listing prep, how the cost conversation typically works, and how to bring him in as the move-management expert while staying in their own lane.
🕑: 12:20 PM - 12:50 PM
Scott Miller | JCC Concierge
Host: Scott Miller
Info: Scott's session focuses on prepping the home and protecting the homeowner's equity: why decades of deferred maintenance push downsizing families toward as-is investor sales, and how JCC Concierge's fix-now, pay-at-closing model lets them update the kitchen, bathrooms, and other tired finishes with $0 due upfront instead. He'll walk through how the program works start to finish, share real-world case studies comparing an as-is investor sale to a JCC-prepared listing, cover the guarantees that protect both the client's equity and the agent's reputation, and show agents how to introduce JCC Concierge into the conversation at the right moment.
🕑: 12:50 PM - 01:10 PM
Agent Panel: Real Stories from the Field
🕑: 01:10 PM - 02:00 PM
Lunch Served, Open networking with speakers
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
